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Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,973 | $160,028-75.0% | $147,080-72.8% | $145,884-72.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 191.73% | 98.60%+93.1pp | 420.17%-228.4pp | 551.85%-360.1pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $19,462 | $8,422+131.1% | $8,066+141.3% | $6,690+190.9% |
| Admin fee / account holder | $46 | $15,030-99.7% | $12,989-99.6% | $13,392-99.7% |